Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MACKENZIE FINANCIAL CORP | COM | 301 | $30,137 | 11,245 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SUNBELT SECURITIES INC | Stock | 302 | $29,346 | 10,950 | 0.00 | 0.00 | 10,000 | 1052.63 | 03-31-2024 |
HIGHTOWER ADVISORS LLC | COM | 303 | $26,000 | 10,566 | 0.00 | 0.00 | -1,131 | -9.67 | 03-31-2024 |
ARKADIOS WEALTH ADVISORS | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 504 | 5.04 | 03-31-2024 |